Benefits Plans - Fiduciary Responsibilities - What are they and do they apply to you?

Fiduciary Responsibilities for your 401K/Profit Sharing Plan

What are they?

Do they extend to you and others at your firm?

How can you review to see if you are in compliance?

What is the impact on you if there are breaches of fiduciary duty?

Join us for a discussion of this important responsibility for you and your firm. Steve Wuetrich from Great-West Retirement Services will lead the discussion and provide tools to help you determine if you are a fiduciary and whether you and your firm are in compliance with the ERISA and other guidelines.

Steve is a Relationship Manager with Great-West Retirement Services. He works with companies of all sizes to ensure that their retirement plans meet the the company’s needs as well as their employees. Prior to joining Great-West he was in the retirement services area of US Bank. He has over 34 years of experience providing retirement services to employers.

This month's monthly meeting is sponsored by two of our Business Partners, C.H. Coakley and Johnson Insurance Services. No Charge for Members.

Please be sure to join us on Thursday June 21, 2012 at 12:00 noon at the Capitol Chophouse in Madison. Online Registration deadline is Monday, June 18 at noon. Please contact Monica Hansen (mhansen@sbglaw.com) or this month's program chair, Bob Miller (RMiller@murphydesmond.com), to register after the Online deadline. The cost for members is FREE and guests is $20. Register online at www.wi-alamembers.org.

LOCATION - CAPITOL CHOPHOUSE in the Hilton Madison Monona Terrace, 9 East Wilson Street, Madison. Free parking is available if you park in the Hilton parking ramp. Be sure to bring your parking stub with you to the meeting to be validated.

Remember, WALA members earn scholarship points by attending monthly educational meetings. We hope you can make it!

The Wisconsin Association of Legal Administrators (WALA) is a separate legal entity from the Association of Legal Administrators (ALA). ALA licenses the use of its name, mark, logos and other protected properties to chapters which are in good standing. ALA disclaims all liability or responsibility whatsoever for the actions, representations and liabilities of the Wisconsin Association of Legal Administrators, specifically including those of any nature whatsoever arising from or out of the content or other features related to the Wisconsin Association of Legal Administrators web site. In no event shall ALA be deemed the guarantor of the Wisconsin Association of Legal Administrators.